Neuburgh Advisers’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.55M | Buy |
58,038
+32,742
| +129% | +$1.44M | 0.08% | 191 |
|
|
2019
Q2 | $1.16M | Buy |
25,296
+16,490
| +187% | +$756K | 0.04% | 303 |
|
|
2019
Q1 | $389K | Hold |
8,806
| – | – | 0.01% | 512 |
|
|
2018
Q4 | $414K | Hold |
8,806
| – | – | 0.02% | 454 |
|
|
2018
Q3 | $534K | Buy |
8,806
+1,870
| +27% | +$113K | 0.02% | 442 |
|
|
2018
Q2 | $433K | Hold |
6,936
| – | – | 0.01% | 466 |
|
|
2018
Q1 | $442K | Hold |
6,936
| – | – | 0.02% | 443 |
|
|
2017
Q4 | $456K | Buy |
6,936
+1,088
| +19% | +$71.5K | 0.02% | 452 |
|
|
2017
Q3 | $313K | Buy |
5,848
+680
| +13% | +$36.4K | 0.01% | 496 |
|
|
2017
Q2 | $273K | Buy |
5,168
+2,006
| +63% | +$106K | 0.01% | 505 |
|
|
2017
Q1 | $170K | Sell |
3,162
-102
| -3% | -$5.48K | 0.01% | 525 |
|
|
2016
Q4 | $178K | Buy |
+3,264
| New | +$178K | 0.01% | 494 |
|